Essential – $1000/person ($2000/couple)
This is designed for people who are comfortable doing a little bit of work for themselves. Specifically, I will provide the necessary forms to transfer your California real estate, and guide you through completing those forms, at no additional cost – but you will be doing the actual work of completing the forms and filing them. Don’t worry, I’ll make it easy! You will also be responsible for providing me with a photocopy of all of your completed documents.
- Revocable living trust
- Pour-over will
- Durable Power of Attorney for Finances
- Advance Health Care Directive
- Supporting documents (Assignment of Personal Property, Certification of Trust, etc.)
- Updates free for one year
Advanced – $1500/person ($2500/couple)
This is designed for busy people who just want to get everything done as quickly and easily as possible. The extended time for free updates is also useful for those who may be expecting their lives or families to change in the foreseeable but not immediate future.
- Revocable living trust
- Pour-over will
- Durable Power of Attorney for Finances
- Advance Health Care Directive
- Supporting documents (Assignment of Personal Property, Certification of Trust, etc.)
- Updates free for two years
- Transfer one piece of real estate in California
- Complete file copy prepared
Add-ons – $600 each
Each of these additional options meets a different need: to include additional real property, to ensure that someone is in place to take care of the children from the very first moment of parental incapacity, and to provide maximum tax advantage for beneficiaries of assets contained within an IRA. Choose any or all, as your situation requires.
- Caregiver’s Authorization Affidavit – for the immediate protection of minor children in case of incapacity
- Additional Real Estate Transfer – may be in any state
- IRA Beneficiary Trust – allows minor children to “stretch” inherited IRA accounts, without access at age 18
